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ebs Associates Blog

Small Business Accounting & Technology

Your QuickBooks Pricing Cheat Sheet

Posted by Denise Loter-Koch on Oct 26, 2018

Is it time to adjust your pricing? Changing the prices of your company's services and inventory items can solve one of two problems, depending on why you're looking for a solution.

Say your materials suppliers have upped their prices. You may choose to increase your affected products to maintain your profit margin, or maybe an item or service has not been moving well. A drop in price might trigger improved sales.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Invoices, Vendor Management, Customer Relationship Management

QuickBooks Desktop Inventory: Expectations vs Reality - Part 1

Posted by Lee Booth on Sep 26, 2018

Inventory tracking in QuickBooks appears simple on the surface, and it can be if it is entered correctly. It is important to understand how it works and how QuickBooks expects you to be entering the transactions involved, as there are pitfalls and side effects if your day to day workflow ignores those expectations.

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Topics: QuickBooks Import and Export, QuickBooks Warehouse Inventory Management, Fishbowl Inventory Management, Vendor Management, Payments Processing, QuickBooks Invoices, QuickBooks Enterprise, QuickBooks Software, Customer Relationship Management

QuickBooks Upgrade vs. Renewal: Enterprise Subscriptions in a Nutshell

Posted by Jakob Mann on Sep 21, 2018

We’ve had some discussion recently on just what the difference is between upgrading and renewing, when it comes to QuickBooks Enterprise subscriptions. Because this can be a bit of a headscratcher, let’s look at the difference between these terms as they apply to QuickBooks, and what they mean for you.

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Topics: QuickBooks Add-ons & Extensions, QuickBooks Enterprise, QuickBooks Desktop, QuickBooks Sunset Versions

QuickBooks Lists in Desktop: Your Multiple List Editing Cheat Sheet

Posted by Jakob Mann on Sep 14, 2018

There may be times when using QuickBooks that you find you’ll need to update some piece of data across many different items, customers, or vendors. Or maybe you’re doing some “spring cleaning” and want to inactivate some list elements you no longer use. In this post, we’ll go over two methods that can help you update large swaths of list information without updating each element by hand, saving you time and effort.

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Topics: Customer Relationship Management, Customize Form Templates, QuickBooks Enterprise, QuickBooks Software, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Warehouse Inventory Management, Vendor Management, QuickBooks Import and Export

How to Extract Reporting Data from QuickBooks Desktop into Excel

Posted by Jakob Mann on Sep 10, 2018

QuickBooks reports can be a useful way to get a better look at your data. But as you may have seen, there are times when you need to take the data we get from QuickBooks and expand on it.

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Topics: QuickBooks Desktop, QuickBooks Reporting, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, QuickBooks Training or How To, QuickBooks Import and Export, QuickBooks Software, Small Business Accounting

QuickBooks Desktop Payments: The Accounts Receivable Cheat Sheet

Posted by Jakob Mann on Aug 29, 2018

To keep your business running smoothly, you need to be able to keep track of your income. To track your income with accuracy and detail, you most likely need to know when, from who, and for what you’re receiving payment. With that in mind, as part of our series on foundations of basic transactions, let’s look at the “Customer Payments” window.

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Topics: QuickBooks Desktop, QuickBooks Software, QuickBooks Enterprise, Payments Processing, Customer Relationship Management, QuickBooks Invoices, QuickBooks Pro, QuickBooks Premier

QuickBooks Desktop Bills: The Accounts Payable Cheat Sheet

Posted by Jakob Mann on Aug 20, 2018

Bills in QuickBooks are a transaction reflecting what you owe to a vendor, sometimes referred to outside QuickBooks as vendor invoices. Ensuring complete and accurate entry of bills into QuickBooks can be a huge help in understanding and managing your business’ expenses. Let’s look at some of the basics of entering bills in QuickBooks, and the tools you can use for this process to make your work simpler.

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Topics: QuickBooks Invoices, Vendor Management, QuickBooks Software, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Company File, QuickBooks Warehouse Inventory Management, Payments Processing

How to Memorize Transactions in QuickBooks

Posted by Jakob Mann on Aug 14, 2018

If there’s one thing that just about everyone who uses QuickBooks can agree we’re not fond of, it’s probably repetitive data entry. The tedious task of manually entering yet another transaction that’s almost or entirely the same as one we’ve already entered can be frustrating, time consuming, and opens avenues for mistakes and differences to crop up. Thankfully, there’s a way we may be able to avoid a lot of these problems, in the form of the Memorized Transaction feature.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, QuickBooks Invoices, Customer Relationship Management, Vendor Management, Payments Processing

QuickBooks Keyboard Shortcuts - How to Do More in Less Time.

Posted by Jakob Mann on Aug 13, 2018

One of my favorite ways to save time when I’m learning new software is to try and learn the shortcut keys for some of my more common tasks. The less time I need to spend poking around in menus and sub-menus, the more actual work I can get done. By learning some valuable shortcut keys, I give myself access to useful tools literally at my fingertips. Like most software these days, QuickBooks also includes a lot of great shortcut keys. Let’s look at some of the ones we love to use here at ebs Associates.

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Topics: QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, QuickBooks Software, Small Business Ideas, Small Business Accounting, QuickBooks Invoices

The Beginner's Guide to Sales Tax in QuickBooks

Posted by Jakob Mann on Aug 8, 2018

A variety of businesses must collect sales tax as part of their business operations, remitting those funds to the appropriate government agency on a predetermined schedule. The process of correctly collecting, recording, and paying these sales tax liabilities can be somewhat daunting at first, but QuickBooks has some tools built in that can help this go more smoothly.

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Topics: QuickBooks Software, QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier, Taxes, Sales Tax

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